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Otis Worldwide

1,307 hedge funds and large institutions have $69.5B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 391 increasing their positions, 484 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $54.4M | Put options by funds: $19.8M

124% more capital invested

Capital invested by funds: $31.1B → $69.5B (+$38.4B)

100% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 82

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

13.99% more ownership

Funds ownership: 86.6%100.59% (+14%)

4% more funds holding

Funds holding: 1,2511,307 (+56)

19% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 484

Holders
1,307
Holders Change
+56
Holders Change %
+4.48%
% of All Funds
15.9%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
164
Increased
391
Reduced
484
Closed
82
Calls
$54.4M
Puts
$19.8M
Net Calls
+$34.6M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
976
Geneos Wealth Management
Colorado
$138K -$2.95K -33 -2%
BONH
977
Bank of New Hampshire
New Hampshire
$138K
EPIM
978
Evelyn Partners Investment Management
$137K +$39.3K +439 +39%
HIA
979
Harbor Investment Advisory
Maryland
$135K -$7.34K -82 -5%
ATC
980
Adirondack Trust Company
New York
$135K -$8.23K -92 -6%
SIM
981
Sentry Investment Management
Wisconsin
$133K
ADL
982
Asset Dedication LLC
California
$131K -$23.4K -262 -15%
ETC
983
Exchange Traded Concepts
Oklahoma
$129K +$21.4K +239 +19%
PFBT
984
Parkside Financial Bank & Trust
Missouri
$128K +$14.2K +159 +12%
BTI
985
Blue Trust Inc
Georgia
$127K -$22.4K -250 -15%
MCM
986
Manchester Capital Management
Vermont
$127K -$1.79K -20 -1%
C
987
Covestor
United Kingdom
$126K +$5.19K +58 +4%
FC
988
Financial Consulate
Maryland
$126K +$1.52K +17 +1%
LSA
989
Leonteq Securities AG
Switzerland
$125K +$28.4K +318 +29%
FMTCOCP
990
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$123K -$2.15K -24 -2%
FDCP
991
Foster Dykema Cabot & Partners
Massachusetts
$119K
NSIM
992
North Star Investment Management
Illinois
$119K +$3.04K +34 +3%
CA
993
Crewe Advisors
Utah
$118K
QC
994
Quent Capital
New York
$113K -$2.06K -23 -2%
RMC
995
Resources Management Corp
Connecticut
$113K -$4.47K -50 -4%
WPA
996
Wealth Preservation Advisors
Tennessee
$113K
CH
997
Cromwell Holdings
Wyoming
$112K
CSC
998
Caldwell Sutter Capital
California
$111K
SC
999
Steph & Co
Wisconsin
$110K
CFO
1000
CVA Family Office
Colorado
$110K +$179 +2 +0.2%